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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
151
Credit Agricole
France
$8.18M +$2M +32,028 +32%
UCFA
152
United Capital Financial Advisors
Texas
$8.01M +$313K +5,026 +4%
Aviva
153
Aviva
United Kingdom
$7.9M +$11.9K +190 +0.2%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$7.88M -$6.6M -105,785 -46%
TPSF
155
Texas Permanent School Fund
Texas
$7.85M -$93.1K -1,492 -1%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$7.61M +$156K +2,500 +2%
DLG
157
Daniel L. Goodwin
$7.57M – – –
Public Sector Pension Investment Board (PSP Investments)
158
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.45M +$274K +4,400 +4%
National Pension Service
159
National Pension Service
South Korea
$7.16M +$7.16M +114,804 New
CTC
160
Central Trust Company
Missouri
$7.11M +$28.8K +461 +0.4%
TSU
161
TD Securities (USA)
New York
$7.07M +$409K +6,565 +6%
Citigroup
162
Citigroup
New York
$7.04M +$185K +2,965 +3%
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$6.98M +$68.6K +1,100 +1%
AAMU
164
Amundi Asset Management US
Massachusetts
$6.9M +$87.3K +1,400 +1%
CM
165
Churchill Management
California
$6.79M +$1.11M +17,835 +20%
1IC
166
1919 Investment Counsel
Maryland
$6.75M +$269K +4,317 +4%
MSR
167
Main Street Research
Connecticut
$6.6M +$530K +8,505 +9%
ASRS
168
Arizona State Retirement System
Arizona
$6.59M +$106K +1,700 +2%
Comerica Bank
169
Comerica Bank
Texas
$6.42M +$60.5K +970 +1%
B
170
Baird
Wisconsin
$6.41M -$37K -593 -0.6%
BIM
171
Bridgecreek Investment Management
Oklahoma
$6.39M +$272K +4,355 +4%
FFSOTS
172
Fiduciary Financial Services of The Southwest
Texas
$6.27M -$40.6K -651 -0.6%
GIA
173
Gateway Investment Advisers
Ohio
$6.2M +$146K +2,339 +2%
SB
174
Suntrust Banks
Georgia
$6.08M +$72.5K +1,163 +1%
Stifel Financial
175
Stifel Financial
Missouri
$6.03M +$288K +4,613 +5%
5 6
7
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